Online services

  • New feature: Nominate a beneficiary

    Dash makes it easier for you to nominate and maintain beneficiaries for your clients.

  • Client View

    See all your clients' policies together, helping you see and manage all of their Standard Life plans.
     

  • Start a new quote and apply

    This service enables you to create quotes for our individual pension plans and group pension plans.

  • Retrieve a quote and apply

    Retrieve an existing quote you have started, produce the quote and start the application process.

  • Retrieve an existing application

    For applications you have started, login to retrieve the application, complete the steps and submit online.

  • New scheme enquiries

    Submit new business enquires for workplace pension schemes allowing you to track enquiries online.

  • Bulk Data Download

    Request a bulk download of your clients’ product information across a wide range of products.

  • Adviser Payments

    View and print statements following a settlement, helping you to cut down on your administration.

  • Integration Services

    A number of our services can be integrated into back office systems enabling you to run your business efficiently.

What you'll get from Dash

  • Comprehensive adviser dashboard
    Our new dashboard displays upcoming client retirements, a summary of your business and the top funds your clients are invested in.
  • Proactively engage with your clients
    Stay a step ahead in assisting your clients with crucial retirement decisions.
  • Streamlined client list
    Filter and export client details, including their investments and funds, in real-time without the hassle of waiting for a bulk data download.
  • Enhanced client view
    A seamless and efficient workflow lets you access information and complete transactions with ease.

  • Register for online services

    You need to log in to our online services to use Client View. If you're not yet registered, you can sign up in just a few simple steps.

    If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.

  • Service directory

    Get access to all the services we offer and quickly find the support you need in our simple service directory.

Money invested is at risk. Tax may change in the future.

This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.